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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Shane M who wrote (55303)	5/9/2015 2:16:05 PM
From: E_K_S	1 Recommendation Recommended By bruwin Read Replies (1) \| Respond to of 78710

Re: Healthcare Management software companies There is a lot of consolidation going on in this sector. I noticed that Siemen's Health Services was recently acquired by Cerner. Not sure if GE's Health unit will get sold or is even up for sale. There are some really huge Government contracts up for bid and several of the large Healthcare Management companies are making bids. Cerner reports mixed quarter, awaits Defense Department decision The Department of Defense decision, on which one group of bidders will get a multibillion-dollar contract to replace a hodgepodge of EHRs across the Military Health System, may be delayed until midsummer. Cerner teamed up for the bid with defense- and national-security contractor Leidos and consultant and systems-integrator Accenture. -------------------------------------------------------------------- I suspect there will be more consolidations/mergers especially in the small companies like MRGE and QSII. It may be worth the efforts to see how the fit might be w/ some of these other companies and/or identify the competing software management platforms and potential value if/when a consolidation occurs. QSII started out as a provider of software imaging/management services for the Dental industry. Now it is just a small revenue contributor but that segment may hold's it's value as it is outside the other major hospital competing software/management platforms typically found in hospitals. Still a quite interesting sector as new database & cloud technology is driving new innovative products and services. Both Epic Systems Corp. (paired with IBM) and Allscripts (joining Hewlett-Packard Co. and Computer Sciences Corp.) are also still in the hunt to supply the military's 56 hospitals and 360 clinics with a single EHR. I would put my money w/ IBM as the technology partner and EPIC is the leader in the Industry (and as far as I know still a private company.) Here is one view of the leaders in the Health Management (Hospital) Software Sector (Top Ten Vendors by % Total - chart from 2014 QSII Presentation). EKS